BCV
Bancroft Fund
BCV
BCV
38 hedge funds and large institutions have $33.6M invested in Bancroft Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$2.29M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$637K |
| 3 |
RRA
Round Rock Advisors
Wilton,
Connecticut
|
+$529K |
| 4 |
Morgan Stanley
New York
|
+$421K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$222K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
IFWM
26
Institute for Wealth Management
Denver,
Colorado
| $272K | – | – | – |
|
|
6M
27
6 Meridian
Wichita,
Kansas
| $220K | +$220K | +8,328 | New |
|
28
UBS Group
Zurich,
Switzerland
| $59K | -$57K | -2,126 | -49% |
|
29
Bank of America
Charlotte,
North Carolina
| $51K | +$4.1K | +156 | +9% |
|
|
WPWM
30
Western Pacific Wealth Management
Lake Forest,
Illinois
| $48K | +$48K | +1,844 | New |
|
|
AA
31
Ancora Advisors
Cleveland,
Ohio
| $46K | – | – | – |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $20K | +$2.16K | +82 | +12% |
|
|
TCOV
33
Trust Company of Vermont
Brattleboro,
Vermont
| $12K | +$12K | +468 | New |
|
|
BWL
34
Bogart Wealth LLC
Mclean,
Virginia
| $5K | +$547 | +21 | +12% |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| $5K | +$2.76K | +111 | +123% |
|
36
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | +$5K | +200 | New |
|
37
Bessemer Group
Woodbridge,
New Jersey
| $3K | +$3K | +124 | New |
|
|
CFA
38
Carroll Financial Associates
Charlotte,
North Carolina
| $2K | – | – | – |
|
|
OSAM
39
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$21K | -701 | Closed |
|